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Give the automation a relevant name.
Give the automation a relevant description,
Select the type of report that you want to send.
Select the Document Type the report will be added as.
Set the actions that will start the automation.
| Note |
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If your DMS automation has both submit and sign off actions selected and your inspection template is set to Sign Off Inspection on Submission? (If no work is required) then two documents will be produced so you may wish to set if for Sign-Off only, |
Linked Automations
When you have added a DMS Automation in the inspection template you will see it in the new Linked Automations accordion in the DMS.
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